Westside Investment Management, Inc. - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DFE and the CUSIP is 97717W869. A total of 78 filers reported holding WISDOMTREE TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Westside Investment Management, Inc. ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2020$5,000
+25.0%
1000.0%0.00%
Q2 2020$4,000
-55.6%
100
-58.3%
0.00%
Q1 2020$9,000
-97.7%
240
-96.4%
0.00%
-100.0%
Q2 2019$392,000
-99.9%
6,732
-9.3%
0.00%
-99.3%
Q4 2018$395,984,000
-11.9%
7,421
+4.8%
0.14%
+0.7%
Q3 2018$449,289,000
+9.5%
7,081
+12.3%
0.14%0.0%
Q2 2018$410,147,000
-0.4%
6,307
+5.6%
0.14%
-36.3%
Q1 2018$411,964,000
+0.4%
5,975
+5.7%
0.23%
+1.8%
Q4 2017$410,375,000
+14.7%
5,652
+9.3%
0.22%
+2.8%
Q3 2017$357,897,000
+27.2%
5,172
+18.0%
0.22%
+17.4%
Q2 2017$281,368,000
+8.4%
4,3820.0%0.18%
+48.4%
Q1 2017$259,546,000
+52.7%
4,382
+43.2%
0.12%
+6.9%
Q4 2016$170,019,0003,0590.12%
Other shareholders
WISDOMTREE TR shareholders Q4 2020
NameSharesValueWeighting ↓
COURIER CAPITAL LLC 262,911$13,794,9381.14%
Virtus Family Office LLC 8,315$436,2880.79%
Hedges Asset Management LLC 10,500$550,9350.48%
FLOW TRADERS U.S. LLC 75,621$3,9680.19%
Sovereign Financial Group, Inc. 7,593$398,4050.14%
Financial Planning & Information Services, Inc. 13,316$698,6910.13%
TFG Advisers LLC 5,063$265,6510.12%
Conservest Capital Advisors, Inc. 15,998$839,4070.10%
St. Louis Trust Co 3,970$208,3060.04%
FinTrust Capital Advisors, LLC 2,500$131,1750.03%
View complete list of WISDOMTREE TR shareholders